Navigation CLIENTS > ORDERS
If you invoice different services on a different basis (eg. walking payments are invoiced in arrears, but home boarding services need to be paid in advance) then you might need to change the payment type before raising an invoice.
So before sending a quote, you must make sure that the quote has been asigned the correct "payment type".
The "payment type" is used to calculate the due date of the invoice.
Payment types can be applied to the client settings if you regularly invoice a client for dog walking in arrears for example. To apply a payment type to a client record, see Client Payment Types for more information. All their quotes and invoices will automatically default to the payment type in their settings.
Alternatively, you can change the payment type on a quote by quote basis if you wish to make the payment type for a particular quote different from the usual one.
See Payment Types for a more detailed explanation of how to set these up for your billing periods, and how to amend and apply these payment types to client records.
Click to enlarge.
Learn the process required to change the payment type on an individual invoice.